SHUTTLEWORTH & Co
All 13F Filings
- Location
- Powell, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 125,061
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 51 | 125,061 | 13F-HR | SHUTTLEWORTH & Co |
| Q1 2026 | 5/20/2026 | 52 | 110,507 | 13F-HR | SHUTTLEWORTH & Co |
| Q4 2025 | 2/13/2026 | 59 | 109,351 | 13F-HR | SHUTTLEWORTH & Co |
| Q3 2025 | 11/17/2025 | 63 | 110,217 | 13F-HR | SHUTTLEWORTH & Co |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 77.1 K | 61.6% | 6.439 K | 0 | 6.439 K |
| ETFs | 46.95 K | 37.5% | 8.134 K | 0 | 8.134 K |
| Debt | 1.016 K | 0.8% | 0 | 11 | -11 |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
125,061
Holdings
51
QoQ value change ($000)
14,554
(13.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.